Multi Asset

Sailboat on the sea

Lightening the Sails and Monitoring the Storm

July 26, 2022

Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession.

Mountains in the distance

Embracing Uncertainty: Navigating Structural Economic Forces Requires Improving the Tools in Your Investment Portfolio

July 8, 2022

As investors face heightened inflation risk and other uncertainties, look beyond traditional investment buckets to capture alternative sources of returns.

Reflections in glass panes of building

Markets could be reaching a capitulation point…and regaining a sense of normalcy

May 26, 2022

Fear of inflation, which has driven stocks and bonds down in tandem year to date, is expanding to fear of a growth slowdown...

Lightening the Sails and Monitoring the Storm

July 26, 2022

Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession. We’ve lightened equity positioning and reduced risk within fixed income segments of portfolios.

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Financial conditions poised to tighten around markets

March 10, 2022

Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions but is unlikely to deter the Federal Reserve from a 25 basis point interest rate hike in March. Tighter conditions will slow economic growth at the margins and constrain financial markets over the short term, but not over the longer term.

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Russia invasion sparking volatility and inflation fears, but recovery remains on track

February 25, 2022
  • Economic recovery likely undeterred: Rising energy prices add risk to Europe’s recovery but are unlikely to derail the global economic recovery.
  • Expect further equity volatility: We see the strongest impacts in commodities, energy and financials, but focus should shift quickly to interest rates and supply-chain resolution.
  • Seeing value amid spread widening: We believe the impact of Russia’s actions on fixed income markets has largely played out, and any further widening in credit spreads could present opportunities.
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Voya Views: Will you receive your gifts on time?

December 15, 2021

With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.

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